Torch Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$257K Hold
2019
Q3
$238K Buy
2019
Q2
$212K Hold
2019
Q1
$205K Buy
2018
Q4
Sell
2018
Q3
$211K Buy
2014
Q3
Sell
2014
Q2
$59K Hold
2014
Q1
$56K Buy